You are preparing for an audit and need to export the customer number, customer name, expiration date, and tax id from your certificates.
- Go the the Search tab and select Certificate Search
- To see certificates only for a certain state (or states) list that state in the Exposure Zone
- Click Get Search Results
- Click on Export Report at the top, Name the report and choose the format
- Pick up the report > click on Your Name (upper right hand corner) > Download Center > Download
- The export of the search results includes the customer number, name, tax id etc., all the information you need